Geneos Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Geneos Wealth Management’s Portfolio CGCP Stock Details CGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.3M	Buy	282,442 +816	+0.3%	+$18.3K	0.13%	184
2026 Q1	$6.29M	Buy	281,626 +10,499	+4%	+$238K	0.15%	165
2025 Q4	$6.14M	Buy	271,127 +22,652	+9%	+$515K	0.15%	167
2025 Q3	$5.65M	Sell	248,475 -8,197	-3%	-$185K	0.14%	182
2025 Q2	$5.78M	Buy	256,672 +19,443	+8%	+$432K	0.14%	179
2025 Q1	$5.33M	Buy	237,229 +47,521	+25%	+$1.06M	0.18%	138
2024 Q4	$4.21M	Buy	189,708 +143,062	+307%	+$3.23M	0.15%	163
2024 Q3	$1.08M	Buy	+46,646	New	+$1.07M	0.04%	395

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Geneos Wealth Management's CGCP Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.29% in Q2 2026, buying an estimated $18.3K and bringing the position to 282,442 shares worth $6.3M. The position accounts for 0.13% of the portfolio, ranked #184.

Geneos Wealth Management first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Geneos Wealth Management held 282,442 shares of Capital Group Core Plus Income ETF worth $6.3M as of Q2 2026.
Geneos Wealth Management bought 816 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $18.3K.
Capital Group Core Plus Income ETF made up 0.13% of Geneos Wealth Management's portfolio in Q2 2026, its #184 holding.
Geneos Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.